YOUNG COUPLE STARTING A FAMILY

Early planning can help you reach your life goals.

Stan and Liza were both young professionals who had already begun saving for retirement, while continuing to give generously  to their church and overseas missions.  They were concerned with how they were doing financially, especially since they would like to retire early and go overseas themselves. They also wondered whether they would be able to move from a two-income family to Liza being a stay-at-home mom with the children they were hoping to have. 
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We designed a financial plan that addressed their savings as well as investments.  Depending on the work choices they make in the next few years, they should be able to go to the mission field, probably a few years later than they hoped for initially. We recommended maxing out the retirement contributions at Stan’s workplace, especially while they were a two-income couple. We are happy to report that their family has increased by one new addition!